Sales Tax Code Does not Exist Error when Importing Invoices into QuickBooks Desktop
**ISSUE** Sales Tax Code Does not Exist Error when Importing Invoices **RESOLUTION** To resolve, unmap the Sales Tax Item field and only map the Sales Tax Code field. It will pull the Sales Tax Item set up for the Customer automatically.
java.lang.Formal Exception
**MESSAGE** "java.lang.FormatException" when importing Bill Payments or Receive Payments **RESOLUTION** The message appears because Transaction Pro Importer cannot locate an unpaid Bill for the Vendor to which to apply the Bill Payment or an open Invoice for the Customer to which to apply the Receive Payment. Verif…
Import Accounts Instead of Items on Sales Transactions into QuickBooks Online
**QUESTION** How can a sales transaction such as Estimate, Invoice, or Sales Receipt post to a General Ledger (GL) Account instead of an Item when importing into QuickBooks Online with Transaction Pro Importer? **RESOLUTION** In QuickBooks Online, Intuit does not allow a GL Account to be used on sales transactions.…
Print Components of Group Item on Imported Transaction
**QUESTION** Can the components of a Group Item be printed on a transaction that has been imported with Transaction Pro Importer for QuickBooks Desktop (QBDT)? **RESOLUTION** When a Group Item is imported on transaction import (Invoices, Sales Orders, Sales Receipts, etc), whether or not the components print on the…
Overpayments on Imported Invoices in QuickBooks Online
**QUESTION** Is there a way to set Transaction Pro Importer to not process payments if it will result in an overpayment? **RESOLUTION** No, QuickBooks Online will make any overpayment a credit on the Customer's account. ![][1] **POSSIBLE WORKAROUND** Use Transaction Pro Exporter to export a list of Invoices and …
Invoice Import Error: WriteInvoice Subscript Out of Range
**ISSUE** When importing Invoice into QuickBooks Desktop (QBDT) using Transaction Pro Importer, a Write Invoice error appears stating SUBSCRIPT OUT OF RANGE. The Invoice Import will complete, but the error appears for each Invoice during the import. ![][1] **RESOLUTION** The issue is the result of a value being ma…
View and Download Billing Invoices from Transaction Pro Subscription
**QUESTION** How can the billing invoices from a Transaction Pro subscription for QuickBooks Online be viewed and downloaded? **RESOLUTION** To access the billing invoices for a Transaction Pro subscription, the user will need to have Billing Admin Access. Click MANAGE for the subscription that you wish to view in…
Customer Address Being Cleared on Import
**ISSUE** When importing Invoices or Sales Receipts, the Customer Address is being cleared. **RESOLUTION** Verify that the Option to CLEAR TRANSACTION BILL TO/SHIP TO ADDRESS WHEN IMPORTING is not selected in the OPTIONS on the BASIC tab (see image below). ![][1] [1]: https://hf-files-oregon.s3.amazonaws.com/h…
Import Accounts Instead of Items on Sales Transactions
**QUESTION** How can a sales transaction such as Estimate, Invoice, or Sales Receipt post to a General Ledger (GL) Account instead of an Item when importing into QuickBooks Desktop (QBDT) with Transaction Pro Importer? **RESOLUTION** In QBDT, Intuit does not allow a GL Account to be used on sales transactions. Inst…
Customer or Vendor File is Being Updated with Address in Import File
**ISSUE** When importing Invoices or Sales Receipts with Transaction Pro Importer and the Customer's address is different from the default address that has been setup in the Customer file in QuickBooks Desktop (QBDT), the Customer file is updated with the imported address. OR When importing Bills or Checks with Imp…
